Altavista Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$1.35M Sell
44,242
-700
-2% -$21.4K 0.27% 67
2021
Q3
$1.23M Sell
44,942
-5,354
-11% -$147K 0.27% 67
2021
Q2
$1.39M Sell
50,296
-5,405
-10% -$150K 0.3% 63
2021
Q1
$1.42M Buy
55,701
+662
+1% +$16.9K 0.35% 60
2020
Q4
$1.32M Sell
55,039
-35,635
-39% -$853K 0.33% 58
2020
Q3
$1.91M Sell
90,674
-15,593
-15% -$328K 0.52% 43
2020
Q2
$2.22M Buy
106,267
+22,805
+27% +$476K 0.64% 39
2020
Q1
$1.6M Buy
83,462
+31,259
+60% +$598K 0.55% 44
2019
Q4
$1.44M Buy
52,203
+858
+2% +$23.7K 0.43% 52
2019
Q3
$1.44M Buy
51,345
+1,382
+3% +$38.8K 0.45% 54
2019
Q2
$1.33M Buy
49,963
+2,788
+6% +$74.4K 0.43% 55
2019
Q1
$1.26M Buy
+47,175
New +$1.26M 0.45% 56